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Technology Stocks : Veeco Instruments-Who? -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (2345)7/31/1999 11:31:00 AM
From: Carl R.  Respond to of 3069
 
I'd have to disagree with you on one minor point. VECO is pretty good at buying very good companies at premium prices. The only company that they ever bought cheap was Materials & Resources, or something, and I'm not sure if it was a useful acquisition or not. They paid premium prices for Wyko and Digital Instruments, but got what they paid for. I do agree that they are very good at keeping key people and integrating the acquisitions, and good at deciding what they want to buy (Wyko), and what they just want to resell (SMIT).

As for WFR, I am puzzled by this move to $13-14 and agree that it is premature.

Carl



To: Zeev Hed who wrote (2345)8/2/1999 8:04:00 PM
From: Donald B. Fuller  Read Replies (2) | Respond to of 3069
 
Hey Zeev,
Something doesn't compute for me. It is this:
Data storage bit growth is something like 100% per year and accelerating. GMR transition seems to be in full swing. Yet, the DD companies remain in a persistent funk and VECO's orders seem flat at best. Are you able to reconcile this, in 100 words or less (or more, if you want)?
Don


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